Form Templates
building now
Megan McLean
Ability to save forms as templates at the space level so that we can simplify and streamline the process of requesting communications materials for internal staff. We primarily use ClickUp to manage all internal comms requests so, while I appreciate the new forms feature, I think relying on each member of the staff to create a form correctly is a bit too ambitious. But I don't want to be tasked with creating several different forms and then emailing them the link because I often don't know what they're working on and what their needs are until they've created a prioject/list in ClickUp using a saved template.
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Phuoc
Will this function be available in Form Templates?
- set Form at Space/Folder level
- create a dynamic field storing all existing lists it has as options
- put this field in Form and publish Form URL
It will help centralize projects with one stakeholder/client in a folder and allow them to initiate request/task to an exact project themselves without chatting or emailing PM.
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Kristin Noyes
Lily Chan - it would be great if info could be merged, and new information with the same task name could override old fields/empty fields from an existing task
Lily Chan
Kristin Noyes: Thanks for your feedback! For that request to be able to update existing ClickUp objects using a template, could you please vote on these FRs:
Thank you!
Lily Chan
marked this post as
building now
Lily Chan
Merged in a post:
Saving Forms to Templates
Chiara Cammarata
For client onboarding it would be great, if you could save forms to the template center.
Also, if you can create a task name for the template (hidden) so when it comes in you know exactly what it is, vs. form#jifjijierue993
Liz Zweigle
I'm surprised that CU forms have not been templatized yet. We could use this immediately.
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Erra Faye Zabat
marked this post as
planned
Hey, everyone! We’re excited to share that we’ve created new statuses in Canny to provide more transparency and clarity around the progress of feature requests. We've updated the status of this request to reflect the updated status. The Product Manager will provide updates on this post when they have new details to share!
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Katie Stacy
This would be extremely helpful!
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Mitch Webster
Created a workspace template which includes a client feedback form... then created a new workspace for my next client... feedback form did not get created... :-(
Having to create feedback forms from scratch for every new client...no way
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Mitch Webster
5 years? Even just the ability to simply COPY a form to another workspace would be good.
Lily Chan
Merged in a post:
Allow Forms to be added as Templates
Yani Smith
Hi, it would be great to allow Forms to be added as templates.
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